Sagace Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
A detailed history of Sagace Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sagace Wealth Management LLC holds 1,341 shares of IVE stock, worth $270,640. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,341
Previous 1,341
-0.0%
Holding current value
$270,640
Previous $252 Million
6.25%
% of portfolio
0.21%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,499Shares Held
141MCall Options Held
105KPut Options Held
13.5K-
Jpmorgan Chase & CO New York, NY17MShares$3.44 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.61 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.5 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.55 Billion0.34% of portfolio